Our Licensee - Financial Wisdom Ltd

Grant Simpson has been an Authorised Representative of Financial Wisdom since 1995. Financial Wisdom Ltd has been a Licensed Securities Dealer since 1987 and was granted its Australian Financial Services License on 1/9/2003 (AFSL No. 231138). Originally an independently owned business, Financial Wisdom Ltd was ultimately purchased by Colonial to become part of the Commonwealth Bank Group. This has not altered Financial Wisdom’s approach to the methodology that it’s advisers use in making recommendations to their clients. Advisers are still provided with a recommended list of investments for any particular sector of the investment market. This list is determined following extensive in house research by Financial Wisdom and generally covers many different financial institutions including many of the major competitors to the Commonwealth Bank. Advisers make their own determination about which product may deliver the best result for their clients.

By law everyone who advises you or promotes financial products to you has an Australian Financial Services (AFS) License. Financial Wisdom is the holder of an AFS License (No. 231138) and is responsible for the financial product advice that Grant Simpson provides to you.

Financial Wisdom’s website can be found at www.financialwisdom.com.au

For general enquiries to Financial Wisdom Ltd, please call 1800 024 864.

Financial Wisdom Limited
ABN 70 006 646 108, ASFL 231138